IJH — ISHARES TR CORE S&P MID-CAP ETF

Ownership history in First Command Advisory Services, Inc.  ·  30 quarters on record

This page tracks every 13F SEC filing in which First Command Advisory Services, Inc. reported a position in ISHARES TR CORE S&P MID-CAP ETF (IJH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
11.88% (2019 Q3)
Avg. % of fund
5.12%
First filed
2018 Q3
Last filed
2025 Q4
Quarters held
30
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,669,801 +230,307 +1.5% 7.21% $1.03B $66.00
2025 Q3 ADDED 15,439,494 +26,659 +0.2% 7.30% $1.01B $64.94
2025 Q2 ADDED 15,412,835 +250,966 +1.7% 8.23% $955.9M $61.52
2025 Q1 ADDED 15,161,869 +4,306,550 +39.7% 8.93% $932.4M $57.69
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IJH price (monthly, adj. close)

Other funds also holding IJH

As of 2025 Q4 — sorted by position size

Holland Advisory Services, Inc. 3Y 23.85% New England Professional Planning Group Inc. 3Y 7Y 18.17% LTG Capital LLC 3Y 17.92% Chandler Asset Management, Inc. 3Y 15.41% TRUEFG, LLC 3Y 14.7% INSTRUMENTAL WEALTH, LLC 14.43% Leonard Rickey Investment Advisors P.L.L.C. 3Y 7Y 13.61% Platt Investment Counsel, LLC 3Y 13.47% Urban Financial Advisory Corp 12.71% Lee Financial Co 3Y 7Y 12.43%
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